| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 197.708.770 $ | +34.441.265 $ | +20,3 % | 15 | 175.924.928 $ | -7.762.379 $ | -1,1 % | 21 | 189.957.982 $ | +25.597.719 $ | +43,3 % | 18 | 166.604.048 $ | +21.046.008 $ | +17,1 % | 23 | ||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 39.823.532 $ | +7.207.445 $ | +22,1 % | 1 | 32.616.087 $ | -3.523.445 $ | -9,7 % | 1 | 36.139.532 $ | +8.530.290 $ | +30,9 % | 1 | 27.609.242 $ | +7.551.701 $ | +37,7 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 35.636.808 $ | +4.108.934 $ | +13,0 % | 1 | 31.527.874 $ | -2.456.097 $ | -7,2 % | 1 | 33.983.971 $ | +2.682.069 $ | +8,6 % | 1 | 31.301.902 $ | +3.811.303 $ | +13,9 % | 1 |
| NVIDIA CORP | NVDA | → 0 | Neutral | 30.140.114 $ | +3.540.427 $ | +13,3 % | 1 | 26.599.687 $ | -1.482.519 $ | -5,3 % | 1 | 28.082.206 $ | +413.219 $ | +1,5 % | 1 | 27.668.987 $ | +2.415.854 $ | +9,6 % | 1 |
| AMAZON COM INC | AMZN | → 0 | Stark | 29.250.405 $ | +3.801.990 $ | +14,9 % | 1 | 25.448.415 $ | -2.473.774 $ | -8,9 % | 1 | 27.922.189 $ | +1.526.066 $ | +5,8 % | 1 | 26.396.123 $ | -1.909.962 $ | -6,7 % | 1 |
| Meta Platforms, Inc. | META | → 0 | Neutral | 21.284.917 $ | +1.260.503 $ | +6,3 % | 1 | 20.024.414 $ | +193.436 $ | +1,0 % | 1 | 19.830.978 $ | +2.363.594 $ | +13,5 % | 1 | 17.467.384 $ | +940.263 $ | +5,7 % | 1 |
| Tesla, Inc. | TSLA | → 0 | Schwach | 9.711.869 $ | +1.320.538 $ | +15,7 % | 1 | 8.391.331 $ | -1.804.500 $ | -17,7 % | 1 | 10.195.831 $ | +236.014 $ | +2,4 % | 1 | 9.959.817 $ | +2.393.899 $ | +31,6 % | 1 |
| Uber Technologies, Inc | UBER | → 0 | Schwach | 5.461.849 $ | +136.669 $ | +2,6 % | 1 | 5.325.180 $ | -1.157.104 $ | -17,9 % | 1 | 6.482.284 $ | -636.883 $ | -8,9 % | 1 | 7.119.167 $ | +538.452 $ | +8,2 % | 1 |
| SPACE EXPLORATION TECHNOLOGIES CORP | SPCX | → 0 | 5.210.376 $ | +5.210.376 $ | 1 | ||||||||||||||
| Ulta Beauty, Inc. | ULTA | → 0 | Neutral | 4.770.917 $ | +4.770.917 $ | 1 | |||||||||||||
| ELI LILLY & Co | LLY | → 0 | Neutral | 4.668.083 $ | +1.200.773 $ | +34,6 % | 1 | 3.467.310 $ | -861.467 $ | -19,9 % | 1 | 4.328.777 $ | +1.398.512 $ | +47,7 % | 1 | 2.930.265 $ | +8.411 $ | +0,3 % | 1 |
| GE Vernova Inc. | GEV | → 0 | Stark | 4.076.319 $ | -214.955 $ | -5,0 % | 1 | 4.291.274 $ | +1.069.813 $ | +33,2 % | 1 | 3.221.461 $ | +1.108.039 $ | +52,4 % | 1 | 2.113.422 $ | +555.994 $ | +35,7 % | 1 |
| Reddit, Inc. | RDDT | → 0 | Sehr schwach | 2.261.581 $ | -1.490.587 $ | -39,7 % | 1 | 3.752.168 $ | +1.827.152 $ | +94,9 % | 1 | 1.925.016 $ | +1.925.016 $ | 1 | |||||
| CrowdStrike Holdings, Inc. | CRWD | → 0 | Neutral | 2.931.198 $ | -60.897 $ | -2,0 % | 1 | 2.992.095 $ | +583.839 $ | +24,2 % | 1 | 2.408.256 $ | +232.176 $ | +10,7 % | 1 | ||||
| COSTCO WHOLESALE CORP /NEW | COST | → 0 | Stark | 2.915.259 $ | +444.633 $ | +18,0 % | 1 | 2.470.626 $ | +31.418 $ | +1,3 % | 1 | ||||||||
| INTUITIVE SURGICAL INC | ISRG | → 0 | Neutral | 2.848.224 $ | +1.263.241 $ | +79,7 % | 1 | 1.584.983 $ | +55.904 $ | +3,7 % | 1 | ||||||||
| TKO Group Holdings, Inc. | TKO | → 0 | Schwach | 2.844.581 $ | +235.390 $ | +9,0 % | 1 | 2.609.191 $ | +1.537.159 $ | +143,4 % | 1 | 1.072.032 $ | +537.825 $ | +100,7 % | 1 | ||||
| ASML HOLDING NV | ASML | → 0 | Sehr stark | 2.671.818 $ | +1.057.764 $ | +65,5 % | 1 | 1.614.054 $ | +1.614.054 $ | 1 | |||||||||
| WEYERHAEUSER CO | WY | → 0 | Neutral | 2.195.532 $ | +441.655 $ | +25,2 % | 1 | 1.753.877 $ | +539.101 $ | +44,4 % | 1 | 1.214.776 $ | +1.214.776 $ | 1 | |||||
| INSMED Inc | INSM | → 0 | Neutral | 1.851.210 $ | -117.530 $ | -6,0 % | 1 | 1.968.740 $ | +442.141 $ | +29,0 % | 1 | 1.526.599 $ | +802.349 $ | +110,8 % | 1 | ||||
| Palantir Technologies Inc. | PLTR | → 0 | Neutral | 1.813.985 $ | +375.760 $ | +26,1 % | 1 | 1.438.225 $ | +1.438.225 $ | 1 | |||||||||
| ALNYLAM PHARMACEUTICALS, INC. | ALNY | → 0 | Stark | 1.248.373 $ | +285.265 $ | +29,6 % | 1 | 963.108 $ | +624.756 $ | +184,6 % | 1 | 338.352 $ | +338.352 $ | 1 | |||||
| IonQ, Inc. | IONQ | → 0 | Sehr schwach | 1.167.877 $ | +259.807 $ | +28,6 % | 1 | ||||||||||||
| NETFLIX INC | NFLX | → 0 | Neutral | 992.246 $ | +222.469 $ | +28,9 % | 1 | 769.777 $ | +769.777 $ | 1 | |||||||||
| Seneca Foods Corp | SENEB | → 0 | 987.267 $ | +987.267 $ | 1 | ||||||||||||||
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 507.192 $ | +39.102 $ | +8,4 % | 1 | 468.090 $ | +77.921 $ | +20,0 % | 1 | ||||||||
| AXON ENTERPRISE, INC. | AXON | → 0 | Neutral | 486.560 $ | +486.560 $ | 1 | |||||||||||||
| CAVA GROUP, INC. | CAVA | → 0 | Neutral | 436.704 $ | +47.020 $ | +12,1 % | 1 | ||||||||||||
| CARVANA CO. | CVNA | → 0 | Neutral | 328.983 $ | +328.983 $ | 1 | |||||||||||||
| AT&T INC. | T | → 0 | Stark | 204.230 $ | +204.230 $ | 1 | |||||||||||||
| INVESCO QQQ TRUST, SERIES 1 | QQQ | → 0 | 119.045 $ | -84.545 $ | -41,5 % | 1 | |||||||||||||
| CITIGROUP INC | C | → 0 | Neutral | 32.198 $ | +32.198 $ | 1 | |||||||||||||
| Snap Inc | SNAP | → 0 | Neutral | 1.401 $ | -1.908 $ | -57,7 % | 1 | ||||||||||||
| 197.708.770 $ | +34.441.265 $ | +20,3 % | 15 | 175.924.928 $ | -7.762.379 $ | -1,1 % | 21 | 189.957.982 $ | +25.597.719 $ | +43,3 % | 18 | 166.604.048 $ | +21.046.008 $ | +17,1 % | 23 | ||||